See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,509 | $175,202+17.9% | $149,673+38.0% | $139,434+48.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 16.18% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $7,715 | $5,474+40.9% | $4,818+60.1% | $4,751+62.4% |
| Participant deferral / active EE | $10,741 | $6,519+64.8% | $5,680+89.1% | $6,710+60.1% |
| Admin fee / account holder | $14,781 | $16,150-8.5% | $13,210+11.9% | $11,403+29.6% |